☑️ Prerequisite Skills Standard Datasets Custom datasets let you take advantage of the many features unique to datasets that make them a flexible and powerful tool for data storage. To understand whether your institution's process warrants...

Custom datasets are useful for storing data as you would on a person record, but for a different type of object or constituency not included among standard datasets in Slate. True to their name, custom datasets are entirely custom: many of the ...

Similar to the default form that creates a new person record in Slate, you can make a form that creates records for other datasets. Creating the Form Create the Form Select Forms on the top navigation bar Select New Form . A popup a...

☑️ Prerequisite Skills Custom Datasets , Rules In Slate, pre-made rules run in the background to facilitate the search and identification of records. When you create a custom dataset, those rules need to be created along with it. Some f...

An embedded dataset row query is a special type of query embedded on a dataset dashboard that displays rows of queried data. Some examples of common embedded dataset row queries are: Applicants from an organization Occupants of a resi...

A related dataset row field allows a record (specifically a person record, application record, or a dataset record) to be linked to a record in a different dataset. This article covers both using related dataset row fields on forms and importing da...

Datasets can have a parent/child relationship , designating one record as dependent upon another. This allows for one-to-many type relationships between the parent (one) and child (many) records. Example: Organizations and Organization Contacts A...

This Community Conversation focuses on how Illinois Wesleyan University uses Slate to award and track scholarships by using Datasets, Entities, Forms, and Portals to create an efficient process for development professionals to match awarding criteri...

A custom dataset in Slate is a collection of records that can manage a variety of data, including named spaces and class years and can even track fundraiser performance. As with the other default datasets and constituent records, any custom dataset ...

If your institution still uses local/Slate Template Library features, additional steps are required to use your custom dataset with those features. This article will walk you through the steps to ensure your dataset is compatible with any legacy too...